Ratson Advisory LLC

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Assets, Funds, Holdings

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Ratson Advisory LLC
CRD #330091
SEC #801-129737
CIK #
AUM $85.5 M (2025-03-28)
Employees 1 (100% Investors, 0% Brokers)
Phone917-325-7440
Address40 Wall St
New York, NY 10005
Source [IAPD] [Website]
Total AUM ($M)
4503602701809002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 8.9
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 76.6
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3 85.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 3 85.5
Total 3 85.5
By Non-United States Persons
Non-United States Persons 85.5
United States Persons 0.0
Total 3 85.5
Comparable Firms State AUM ($B)
Point B Planning LLC
NY 0.1
Institutional Investment Advisors Corp
NY 0.1
TS Bank
IA 0.1
Tekmen Wells LLC
NY 0.1
Onewelth Inc
NY 0.1
Compass Investments LLC
PA 0.1
Circle N Advisors LLC
NY 0.1
Luesink Financial Planning LLC
NY 0.1
Lumida Wealth Management LLC
NY 0.1
Terrafirma Wealth Partners LLC
CA 0.1
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